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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$231M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
LPC
5
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
3
Morgan Stanley
New York
$203M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
5
BlackRock
New York
$1.11B
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$165M 710,367 -174,263 -20%
EIP
27
Epoch Investment Partners
New York
$163M 700,034 +53,694 +8%
HCM
28
HMI Capital Management
California
$161M 692,543 +122,900 +22%
ACL
29
Azora Capital LP
Florida
$150M 643,544 +220,622 +52%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$143M 615,985 -1,483,931 -71%
UBS AM
31
UBS AM
Illinois
$143M 615,237 -40,214 -6%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$141M 607,765 -167,136 -22%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130M 559,402 -214,773 -28%
MG
34
Markel Group
Virginia
$121M 520,404 +38,613 +8%
Wells Fargo
35
Wells Fargo
California
$116M 498,223 -4,720 -0.9%
MC
36
Maverick Capital
Texas
$116M 497,075 +223,931 +82%
FCIM
37
Fairview Capital Investment Management
California
$113M 485,946 -873 -0.2%
TP
38
Third Point
New York
$113M 485,000 +485,000 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$112M 479,915 -443,075 -48%
JCM
40
Junto Capital Management
New York
$111M 477,586 -91,248 -16%
American Century Companies
41
American Century Companies
Missouri
$110M 474,026 -3,185 -0.7%
FPA
42
First Pacific Advisors
California
$107M 458,362 -576 -0.1%
Man Group
43
Man Group
United Kingdom
$104M 448,926 +200,949 +81%
AM
44
AGF Management
Ontario, Canada
$104M 447,510 +15,232 +4%
Northern Trust
45
Northern Trust
Illinois
$99.9M 429,594 -28,970 -6%
Citadel Advisors
46
Citadel Advisors
Florida
$97.7M 419,977 +63,293 +18%
Bank of America
47
Bank of America
North Carolina
$82.5M 354,700 -227,322 -39%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$81.5M 350,382 +207,153 +145%
Legal & General Group
49
Legal & General Group
United Kingdom
$79.2M 340,526 -2,796 -0.8%
RJA
50
Raymond James & Associates
Florida
$77.6M 333,568 -60,523 -15%
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